CWS

Cypress Wealth Services Portfolio holdings

AUM $611M
1-Year Est. Return 18.18%
This Quarter Est. Return
1 Year Est. Return
+18.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$4.06M
3
+$3.23M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.99M
5
IYW icon
iShares US Technology ETF
IYW
+$2.48M

Top Sells

1
+$5.64M
2
+$2.98M
3
+$1.33M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.29M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.14M

Sector Composition

1 Technology 8.39%
2 Financials 2.79%
3 Consumer Discretionary 2.34%
4 Communication Services 2.26%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$490K 0.14%
15,163
127
$487K 0.14%
4,912
-3,139
128
$486K 0.14%
843
129
$484K 0.14%
25,062
+4,211
130
$480K 0.14%
2,579
-196
131
$474K 0.14%
4,749
-46
132
$469K 0.14%
3,218
-136
133
$465K 0.14%
55,730
134
$464K 0.14%
8,202
+432
135
$462K 0.14%
3,342
136
$459K 0.13%
1,555
+62
137
$456K 0.13%
2,235
+197
138
$446K 0.13%
5,259
-147
139
$439K 0.13%
4,514
+267
140
$433K 0.13%
11,425
-5,019
141
$433K 0.13%
4,155
-137
142
$426K 0.12%
10,948
143
$426K 0.12%
1,484
+105
144
$417K 0.12%
14,585
+648
145
$413K 0.12%
11,043
146
$413K 0.12%
13,046
147
$399K 0.12%
13,876
148
$398K 0.12%
1,789
149
$396K 0.12%
20,582
+5,482
150
$394K 0.12%
4,239
+264
4 5
6
7 8